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LONGFELLOW INVESTMENT MANAGEMENT CO LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LONGFELLOW INVESTMENT MANAGEMENT CO LLC
报告期 2026-03-31 · CIK 0001167487
持仓数
243
前50大市值合计
$407.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 143 项
建仓 49
增持 29
减持 26
清仓 39
方向
标的
Δ市值
现股数(环比)
清仓
—
CRESTWOOD EQUITY PARTNERS LP
-$13.9M
0
-100%
增持
ET
ENERGY TRANSFER L P
+$12.9M
4,246,176
+30%
清仓
CTRA
COTERRA ENERGY INC
-$10.6M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
ENB
ENBRIDGE INC
+$9.3M
342,000
+280%
增持
UGI
UGI CORP NEW
+$4.5M
396,084
+72%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$3.7M
2,521,428
+10%
增持
PFE
PFIZER INC
+$3.0M
261,575
+90%
增持
IP
INTERNATIONAL PAPER CO
+$2.7M
188,082
+64%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.6M
198,892
+33%
建仓
SJNK
SPDR SER TR
+$2.1M
85,500
减持
PNC
PNC FINL SVCS GROUP INC
-$1.6M
5,271
-73%
减持
USB
US BANCORP DEL
-$1.3M
15,117
-74%
增持
ABEV
AMBEV SA
+$1.3M
1,150,631
+53%
减持
LNC
LINCOLN NATL CORP IND
-$1.3M
20,820
-72%
清仓
FITB
FIFTH THIRD BANCORP
-$1.2M
0
-100%
清仓
JOYY
JOYY INC
-$1.1M
0
-100%
减持
TFC
TRUIST FINL CORP
-$1.0M
11,563
-77%
减持
CFG
CITIZENS FINL GROUP INC
-$1.0M
5,514
-88%
建仓
IBN
ICICI BANK LIMITED
+$996.9K
41,816
增持
ITUB
ITAU UNIBANCO HLDG S A
+$979.7K
325,768
+36%
减持
—
EXXON MOBIL CORP
-$913.7K
16,821
-24%
建仓
MS
MORGAN STANLEY
+$892.6K
9,572
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$729.2K
192,108
-24%
建仓
COP
CONOCOPHILLIPS
+$693.8K
5,977
增持
BBD
BANCO BRADESCO S A
+$688.6K
307,535
+126%
建仓
EOG
EOG RES INC
+$674.2K
5,574
建仓
WFC
WELLS FARGO CO NEW
+$651.7K
13,240
建仓
HON
HONEYWELL INTL INC
+$602.5K
2,873
增持
APD
AIR PRODS & CHEMS INC
+$577.6K
2,121
+19182%
减持
GD
GENERAL DYNAMICS CORP
-$530.4K
14
-99%
建仓
—
CREDICORP LTD
+$520.3K
3,470
减持
JPM
JPMORGAN CHASE & CO
-$495.8K
7,367
-39%
减持
T
AT&T INC
-$469.8K
87,419
-32%
建仓
CAT
CATERPILLAR INC
+$440.5K
1,490
增持
MCD
MCDONALDS CORP
+$415.0K
1,419
+6350%
增持
EMR
EMERSON ELEC CO
+$404.3K
4,180
+15977%
建仓
MDLZ
MONDELEZ INTL INC
+$403.1K
5,565
建仓
—
JOHNSON CTLS INTL PLC
+$397.9K
6,904
清仓
DLR
DIGITAL RLTY TR INC
-$385.1K
0
-100%
建仓
—
ICL GROUP LTD
+$379.4K
75,731
减持
SSRM
SSR MINING IN
-$374.8K
85,098
-12%
减持
PSX
PHILLIPS 66
-$373.9K
4,430
-45%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$369.2K
1,599
+11321%
清仓
WMB
WILLIAMS COS INC
-$358.1K
0
-100%
增持
CIG
CIA ENERGETICA DE MINAS GERA
+$356.6K
328,964
+96%
增持
GPC
GENUINE PARTS CO
+$343.8K
2,498
+16553%
减持
AMGN
AMGEN INC
-$334.0K
1,887
-42%
建仓
SBUX
STARBUCKS CORP
+$333.2K
3,470
建仓
KVUE
KENVUE INC
+$311.8K
14,483
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$270.6K
15,936
清仓
SPG
SIMON PPTY GROUP INC NEW
-$263.7K
0
-100%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$252.7K
3,499
增持
NEE
NEXTERA ENERGY INC
+$245.2K
15,249
+28%
增持
TGT
TARGET CORP
+$221.6K
4,375
+20%
建仓
CLX
CLOROX CO DEL
+$204.8K
1,436
增持
SJM
SMUCKER J M CO
+$203.5K
3,363
+87%
建仓
OMC
OMNICOM GROUP INC
+$199.2K
2,303
建仓
—
INTERPUBLIC GROUP COS INC
+$196.5K
6,020
减持
PG
PROCTER AND GAMBLE CO
-$195.7K
6,678
-17%
减持
SO
SOUTHERN CO
-$192.0K
6,708
-34%
减持
BNY
BANK NEW YORK MELLON CORP
-$189.7K
7,809
-44%
建仓
WEN
WENDYS CO
+$188.8K
9,691
建仓
DIN
DINE BRANDS GLOBAL INC
+$187.0K
3,766
增持
SYY
SYSCO CORP
+$158.0K
5,496
+49%
清仓
CNA
CNA FINL CORP
-$149.5K
0
-100%
增持
WTRG
ESSENTIAL UTILS INC
+$140.7K
10,190
+46%
增持
KMB
KIMBERLY-CLARK CORP
+$131.6K
3,077
+53%
减持
—
MEDTRONIC PLC
-$122.6K
18,728
-12%
清仓
—
BLUESCAPE OPPORTUNITIES ACQU
-$119.1K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$118.6K
8,338
+12%
增持
F
FORD MTR CO DEL
+$117.4K
40,918
+33%
增持
BCH
BANCO DE CHILE
+$105.2K
26,918
+5%
清仓
VFC
V F CORP
-$103.5K
0
-100%
清仓
—
CHURCHILL CAPITAL CORP VI
-$101.1K
0
-100%
增持
UDR
UDR INC
+$99.2K
9,985
+26%
清仓
—
CHURCHILL CAPITAL CORP VII
-$96.7K
0
-100%
增持
CSCO
CISCO SYS INC
+$94.8K
19,196
+18%
减持
CCI
CROWN CASTLE INC
-$85.5K
2,583
-38%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$70.7K
11,556
-11%
减持
DUK
DUKE ENERGY CORP NEW
-$70.6K
5,876
-19%
建仓
—
TEXTAINER GROUP HOLDINGS LTD
+$69.4K
1,410
清仓
—
NATIONAL INSTRS CORP
-$69.1K
0
-100%
建仓
—
IMMUNOGEN INC
+$67.2K
2,268
建仓
—
CAMBRIDGE BANCORP
+$66.4K
957
减持
AMT
AMERICAN TOWER CORP NEW
-$63.7K
1,882
-34%
清仓
—
CONSTELLATION ACQUISITN CORP
-$63.0K
0
-100%
清仓
—
CHURCHILL CAPITAL CORP V
-$58.0K
0
-100%
建仓
—
NATIONAL WESTN LIFE GROUP IN
+$51.7K
107
建仓
—
NEOGAMES S A
+$51.6K
1,804
清仓
—
FUSION ACQUISITION CORP II
-$46.3K
0
-100%
建仓
—
SOVOS BRANDS INC
+$33.7K
1,530
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$30.5K
4,953
-22%
增持
BIL
SPDR SER TR
+$29.9K
492
+200%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$27.6K
2,088
-22%
减持
C
CITIGROUP INC
+$25.0K
38,017
-19%
建仓
—
CONCORD ACQUISITION CORP II
+$24.2K
2,334
清仓
—
CONCORD ACQUISITION CORP II
-$24.0K
0
-100%
建仓
—
HOLLYSYS AUTOMATION TCHNGY L
+$17.8K
677
增持
JNJ
JOHNSON & JOHNSON
+$15.8K
12,932
+0%
减持
UNP
UNION PAC CORP
+$12.4K
4,016
-16%
清仓
—
THUNDER BRIDGE CAP PRTNRS II
-$9.7K
0
-100%
建仓
—
NABORS ENERGY TRANSITION COR
+$8.6K
820
建仓
QETAU
QUETTA ACQUISITION CORP
+$5.8K
570
清仓
—
CC NEUBERGER PRINCIPAL HOLDN
-$5.6K
0
-100%
清仓
—
JUPITER ACQUISITION CORP
-$5.3K
0
-100%
建仓
—
OCA ACQUISITION CORP
+$4.9K
452
建仓
—
SILVERBOX CORP III
+$4.9K
471
清仓
—
PROSPECTOR CAPITAL CORP
-$4.9K
0
-100%
清仓
—
SILVERBOX CORP III
-$4.8K
0
-100%
清仓
—
ACROPOLIS INFRASTRUCTURE ACQ
-$4.8K
0
-100%
建仓
ESHA
ESH ACQUISITION CORP
+$4.8K
470
清仓
—
FOREST ROAD ACQUISITION COR
-$4.8K
0
-100%
清仓
—
GOLDEN ARROW MERGER CORP
-$4.8K
0
-100%
减持
—
OCA ACQUISITION CORP
-$4.7K
427
-51%
建仓
—
KEEN VISION ACQUISITION CORP
+$4.6K
442
清仓
—
NORTHERN STAR INVSTMNT CORP
-$4.4K
0
-100%
清仓
—
OPY ACQUISITION CORP I
-$3.9K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$2.4K
6
清仓
—
NORTHERN STAR INVEST CORP IV
-$524
0
-100%
建仓
VLTO
VERALTO CORP
+$494
6
清仓
—
ANZU SPECIAL ACQUISITIN CORP
-$409
0
-100%
清仓
—
CHURCHILL CAPITAL CORP V
-$224
0
-100%
清仓
—
CF ACQUISITION CORP IV
-$159
0
-100%
清仓
—
APOLLO STRATEGIC GRWT CPTL I
-$118
0
-100%
建仓
CNDAW
CONCORD ACQUISITION CORP II
+$101
778
建仓
COCHW
ENVOY MEDICAL INC
+$92
4,599
清仓
—
CONSTELLATION ACQUISITN CORP
-$52
0
-100%
建仓
ESHAR
ESH ACQUISITION CORP
+$52
470
建仓
ALURW
ALLURION TECHNOLOGIES INC
+$35
77
建仓
OPTXW
SYNTEC OPTICS HLDGS INC
+$24
213
清仓
—
DUNE ACQUISITION CORP
-$15
0
-100%
建仓
—
OCA ACQUISITION CORP
+$14
226
建仓
—
SILVERBOX CORP III
+$13
157
建仓
—
LEDDARTECH HLDGS INC
+$13
151
清仓
—
OMNILIT ACQUISITION CORP
-$10
0
-100%
清仓
—
JUPITER ACQUISITION CORP
-$9
0
-100%
清仓
—
PROSPECTOR CAPITAL CORP
-$8
0
-100%
建仓
—
GLOBAL GAS CORP DEL
+$7
221
建仓
—
DHC ACQUISITION CORP
+$3
145
建仓
—
BLUERIVER ACQUISITION CORP
+$1
33
清仓
FRBA
FIRST BK WILLIAMSTOWN NEW JE
+$0
0
-100%
建仓
BANC
BANC OF CALIFORNIA INC
+$0
3,069
清仓
NBTB
NBT BANCORP INC
+$0
0
-100%
